The Client Service Specialist works in tandem with Archer’s Relationship Management team to deliver best in breed client service. The Client Service Specialist is a client facing role where you will serve as the main point of contact to field daily inquiries and requests from Archer clients, which include some of the fastest growing Asset Managers in the industry. The Client Service Specialist will act as a liaison between Archer Operations and clients, providing general service oversight, ensuring responsiveness, and a positive experience with the Archer team and platform. The Client Service Specialist works closely with the Archer Integration Team to communicate details of client requests, enabling quick and efficient turnarounds. This individual will strive to provide superior client service, anticipating client needs and proactively communicating to set and exceed client expectations.
Responsibilities:
- Understand customer needs, business drivers and service requirements
- Act as a client liaison for Archer Ops and Integration inquiries
- Develop strong relationships with client contacts and deliver best in breed client experience
- Ability to articulate best practices and advise on Archer platform/training
- Develop Archer platform and workflow expertise quickly and efficiently respond to client inquiries
- Participate/drive regular client checkpoints with project and status updates
- Participate in new products/service implementation projects
- Act as a mentor for less tenured staff – coordinate training sessions as required
- Support business development efforts with demos and interactive training sessions
